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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: rich evans who wrote (39162)	2/11/2001 2:28:10 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

It seems there is always another technology around the corner. To be sure, there are always new technologies coming along. The question here is whether ODFM is a genuine displacement of CDMA. When, for example, might it be ready for prime time deployment -- is that soon enough to be disruptive or far enough away that one should wait and see? And, is it a direct replacement candidate or more suited to a particular niche? The list of genuine disruptive technologies is a lot shorter than the list of seemingly interesting and exciting technologies that just never seemed to go anywhere or which ended up in a limited niche.